Morningstar

PIMCO RAE PLUS Fund Institutional Class PXTIX

Medalist Rating as of Aug 7, 2026 See PIMCO Investment Hub

Will PXTIX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

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Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable PXTIX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar

The People Pillar is our evaluation of the PXTIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar

The Parent Pillar is our rating of PXTIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

The expert management roster on this distinct strategy expands.

Analyst Vedran Beogradlija

Vedran Beogradlija

Analyst

Summary

Pimco RAE PLUS combines an active, value-focused equity-tracking sleeve with fixed-income alpha capabilities, resulting in a distinct risk profile. Overseeing the fund is a talented roster of managers.

by Vedran Beogradlija

Rated on Aug 7, 2026 Published on Aug 7, 2026

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